PIM
NVO

Progressive Investment Management’s Novo Nordisk NVO Stock Holding History

Progressive Investment Management’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-72,030
Closed -$1.29M – 52
2016
Q4 		$1.29M Sell
72,030
-2,014
-3% -$36.5K 1.18% 36
2016
Q3 		$1.54M Buy
74,044
+586
+0.8% +$14.5K 1.43% 35
2016
Q2 		$1.98M Buy
73,458
+1,434
+2% +$39.3K 1.91% 31
2016
Q1 		$1.95M Sell
72,024
-36,928
-34% -$989K 1.98% 30
2015
Q4 		$3.16M Sell
108,952
-5,856
-5% -$162K 3.38% 3
2015
Q3 		$3.11M Sell
114,808
-5,732
-5% -$162K 3.59% 3
2015
Q2 		$3.3M Buy
120,540
+92,416
+329% +$2.6M 3.63% 2
2015
Q1 		$750K Sell
28,124
-25,232
-47% -$581K 2.59% 11
2014
Q4 		$1.13M Sell
53,356
-22,124
-29% -$494K 0.39% 40
2014
Q3 		$1.8M Hold
75,480
– – 0.62% 38
2014
Q2 		$1.74M Sell
75,480
-214
-0.3% -$4.72K 0.56% 40
2014
Q1 		$1.73M Sell
75,694
-15,626
-17% -$333K 0.55% 40
2013
Q4 		$1.69M Sell
91,320
-2,260
-2% -$39.4K 0.58% 39
2013
Q3 		$1.58M Sell
93,580
-3,250
-3% -$54.7K 0.59% 38
2013
Q2 		$1.5M Buy
+96,830
New +$1.61M 0.58% 38

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Progressive Investment Management's NVO Position: Q1 2017 in Review

Progressive Investment Management sold out of Novo Nordisk (NVO) in Q1 2017, closing a stake of 72,030 shares — an estimated $1.29M sold.

Progressive Investment Management first reported a position in NVO in Q2 2013 and held it in 15 quarters. The position peaked at $3.3M in Q2 2015. 463 funds tracked by Wall St. Rank hold NVO as of Q1 2017.

  • Progressive Investment Management reported no remaining Novo Nordisk position as of Q1 2017 after selling out during the quarter.
  • Progressive Investment Management sold 72,030 Novo Nordisk shares in Q1 2017, an estimated $1.29M.
  • Progressive Investment Management first reported a position in Novo Nordisk in Q2 2013 and held it in 15 quarters.
  • Progressive Investment Management's Novo Nordisk position peaked at $3.3M in Q2 2015.
  • 463 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2017.

Based on Progressive Investment Management's 13F filing for Q1 2017, filed 25 Apr 2017.